29+ funded Jackson Hewitt Tax Service deals

Real SBA 7(a) acquisitions from public records — see who got funded, for how much, and by which lender. Tap any deal for the full record.

RAMS Tax LLC in Alexandria, VA — $5.0M (2026) · purchase · Pathward National Association

Program: Preferred Lenders Program
Rate at approval: 9% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $3.8M (75%)
Approved: 2/23/2026
Loan status: Committed
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 2
Business age: Change of Ownership
Industry: Tax Preparation Services

If you were the buyer here

Est. deal size: $5.6M
Est. down payment (10%): $556K
Est. cash at closing: $769K
Monthly payment: $63,338
Annual debt service: $760K
Cash flow needed (1.25×): $950K

Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.

Funded by Pathward National Association · Lender record →

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OPTIMUM BUSINESS SERVICES in Berwyn, IL — $75K (2026) · Celtic Bank Corporation

Program: Preferred Lenders Program
Rate at approval: 9.5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $64K (85%)
Approved: 2/10/2026
Loan status: Committed
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 15
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services

Funded by Celtic Bank Corporation · Lender record →

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BAC Golf & Accounting LLC in Stratford, CT — $50K (2026) · Manufacturers and Traders Trust Company

Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Rate at approval: 11.25% variable
Term: 60 mo (5 yrs)
SBA guaranteed: $25K (50%)
Approval → funding: 19 days
Approved: 2/6/2026
First disbursed: 2/25/2026
Loan status: Current
Loan type: Term loan
Collateral: Not required
Business type: Corporation
Jobs supported: 4
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services

Funded by Manufacturers and Traders Trust Company · Lender record →

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Epiphany Southeast LLC in Dallas, TX — $5.0M (2025) · purchase · Pathward National Association

Program: Preferred Lenders Program
Rate at approval: 9.5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $3.8M (75%)
Approval → funding: 38 days
Approved: 9/30/2025
First disbursed: 11/7/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 152
Business age: Change of Ownership
Industry: Tax Preparation Services

If you were the buyer here

Est. deal size: $5.6M
Est. down payment (10%): $556K
Est. cash at closing: $769K
Monthly payment: $64,699
Annual debt service: $776K
Cash flow needed (1.25×): $970K

Funded by Pathward National Association · Lender record →

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SRDA Tax Prep, LLC in Basking Ridge, NJ — $2.1M (2025) · The Fidelity Bank

Program: Preferred Lenders Program
Rate at approval: 10.25% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $1.6M (75%)
Approved: 10/15/2024
Loan status: Cancelled
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 11
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services

Funded by The Fidelity Bank · Lender record →

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SAHAJANANDI LLC in Carmel, IN — $860K (2024) · United Midwest Savings Bank National Association

Program: Preferred Lenders Program
Rate at approval: 10% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $645K (75%)
Approval → funding: 22 days
Approved: 9/11/2024
First disbursed: 10/3/2024
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 21
Business age: New Business or 2 years or less
Industry: Tax Preparation Services

Funded by United Midwest Savings Bank National Association · Lender record →

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Bry Tax LLC in Charlotte, NC — $2.1M (2023) · purchase · HomeTrust Bank

Program: 7a General
Rate at approval: 8.75% variable
Term: 99 months
SBA guaranteed: $1.6M (75%)
Approval → funding: 8 days
Approved: 11/7/2022
First disbursed: 11/15/2022
Loan status: In workout — SBA bought the guarantee
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 57
Business age: Change of Ownership
Industry: Tax Preparation Services

If you were the buyer here

Est. deal size: $2.3M
Est. down payment (10%): $233K
Est. cash at closing: $321K
Monthly payment: $29,856
Annual debt service: $358K
Cash flow needed (1.25×): $448K

Funded by HomeTrust Bank · Lender record →

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GSPC LLC in Spartanburg, SC — $1.7M (2023) · purchase · HomeTrust Bank

Program: Preferred Lenders Program
Rate at approval: 8.5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $1.3M (75%)
Approval → funding: 4 days
Approved: 10/27/2022
First disbursed: 10/31/2022
Loan status: Paid in full (6/30/2025)
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 33
Business age: Change of Ownership
Industry: Tax Preparation Services

If you were the buyer here

Est. deal size: $1.9M
Est. down payment (10%): $186K
Est. cash at closing: $256K
Monthly payment: $20,768
Annual debt service: $249K
Cash flow needed (1.25×): $312K

Funded by HomeTrust Bank · Lender record →

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Cape Fear Regional Tax Consultants, LLC in Wilmington, NC — $971K (2023) · purchase · HomeTrust Bank

Program: Preferred Lenders Program
Rate at approval: 8.5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $728K (75%)
Approval → funding: 5 days
Approved: 10/26/2022
First disbursed: 10/31/2022
Loan status: Paid in full (11/30/2025)
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 2
Business age: Change of Ownership
Industry: Tax Preparation Services

If you were the buyer here

Est. deal size: $1.1M
Est. down payment (10%): $108K
Est. cash at closing: $148K
Monthly payment: $12,039
Annual debt service: $144K
Cash flow needed (1.25×): $181K

Funded by HomeTrust Bank · Lender record →

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Jackson Hewitt Tax Service in Brooklyn, NY — $710K (2023) · Newtek Small Business Finance, Inc.

Program: Preferred Lenders Program
Rate at approval: 9% variable
Term: 300 mo (25 yrs)
SBA guaranteed: $533K (75%)
Approved: 10/12/2022
Loan status: Cancelled
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 10
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services

Funded by Newtek Small Business Finance, Inc.

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William Paul Holdings, LLC in Macon, GA — $1.4M (2022) · purchase · HomeTrust Bank

Program: Preferred Lenders Program
Rate at approval: 5.5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $1.1M (75%)
Approval → funding: 10 days
Approved: 11/22/2021
First disbursed: 12/2/2021
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 6
Business age: Change of Ownership
Industry: Tax Preparation Services

If you were the buyer here

Est. deal size: $1.6M
Est. down payment (10%): $158K
Est. cash at closing: $217K
Monthly payment: $15,423
Annual debt service: $185K
Cash flow needed (1.25×): $231K

Funded by HomeTrust Bank · Lender record →

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One Moore Venture, LLC in Augusta, GA — $880K (2022) · HomeTrust Bank

Program: Preferred Lenders Program
Rate at approval: 5.5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $660K (75%)
Approval → funding: 32 days
Approved: 10/28/2021
First disbursed: 11/29/2021
Loan status: Paid in full (6/30/2024)
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 4
Business age: New Business or 2 years or less
Industry: Tax Preparation Services

Funded by HomeTrust Bank · Lender record →

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Benton Holdings LLC in Hammond, LA — $645K (2022) · purchase · Beacon Bank and Trust

Program: Preferred Lenders Program
Rate at approval: 6% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $484K (75%)
Approval → funding: 43 days
Approved: 1/31/2022
First disbursed: 3/15/2022
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 40
Business age: Change of Ownership
Industry: Tax Preparation Services

If you were the buyer here

Est. deal size: $717K
Est. down payment (10%): $72K
Est. cash at closing: $96K
Monthly payment: $7,161
Annual debt service: $86K
Cash flow needed (1.25×): $107K

Funded by Beacon Bank and Trust · Lender record →

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TaxMegan, Inc in Bloomington, IN — $388K (2022) · purchase · Old National Bank

Program: Preferred Lenders Program
Rate at approval: 4.75% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $291K (75%)
Approval → funding: 6 days
Approved: 11/16/2021
First disbursed: 11/22/2021
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 25
Business age: Change of Ownership
Industry: Tax Preparation Services

If you were the buyer here

Est. deal size: $431K
Est. down payment (10%): $43K
Est. cash at closing: $58K
Monthly payment: $4,069
Annual debt service: $49K
Cash flow needed (1.25×): $61K

Funded by Old National Bank · Lender record →

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P and S Tax Prep Partners in Beverly, MA — $288K (2022) · Salem Five Cents Savings Bank

Program: Preferred Lenders Program
Rate at approval: 4% fixed
Term: 84 mo (7 yrs)
SBA guaranteed: $216K (75%)
Approval → funding: 18 days
Approved: 10/25/2021
First disbursed: 11/12/2021
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Partnership
Jobs supported: 34
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services

Funded by Salem Five Cents Savings Bank · Lender record →

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TaxMegan, Inc in Bloomington, IN — $100K (2022) · purchase · Old National Bank

Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Rate at approval: 4.25% variable
Term: 60 mo (5 yrs)
SBA guaranteed: $50K (50%)
Approval → funding: 6 days
Approved: 11/16/2021
First disbursed: 11/22/2021
Loan status: Current
Loan type: Revolving line
Collateral: Required
Business type: Corporation
Jobs supported: 25
Business age: Change of Ownership
Industry: Tax Preparation Services

If you were the buyer here

Est. deal size: $111K
Est. down payment (10%): $11K
Est. cash at closing: $14K
Monthly payment: $1,853
Annual debt service: $22K
Cash flow needed (1.25×): $28K

Funded by Old National Bank · Lender record →

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Cape Fear Regional Tax Consultants, LLC in Wilmington, NC — $1.9M (2021) · HomeTrust Bank

Program: Preferred Lenders Program
Rate at approval: 5.5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $1.7M (90%)
Approval → funding: 26 days
Approved: 6/10/2021
First disbursed: 7/6/2021
Loan status: Paid in full (11/30/2025)
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 147
Business age: New Business or 2 years or less
Industry: Tax Preparation Services

Funded by HomeTrust Bank · Lender record →

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PI TAX PREP LLC in Charlotte, NC — $1.2M (2021) · HomeTrust Bank

Program: Preferred Lenders Program
Rate at approval: 5.5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $1.0M (90%)
Approval → funding: 48 days
Approved: 9/3/2021
First disbursed: 10/21/2021
Loan status: Paid in full (2/28/2025)
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 7
Business age: New Business or 2 years or less
Industry: Tax Preparation Services

Funded by HomeTrust Bank · Lender record →

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JACKSON HEWITT TAX SERVICE in Lajunta, CO — $200K (2021) · SouthState Bank, National Association

Program: Preferred Lenders Program
Rate at approval: 4.25% variable
Term: 240 mo (20 yrs)
SBA guaranteed: $180K (90%)
Approval → funding: 10 days
Approved: 7/21/2021
First disbursed: 7/31/2021
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 8
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services

Funded by SouthState Bank, National Association · Lender record →

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Lunceford Enterprises LLC in Scottsdale, AZ — $2.6M (2020) · purchase · Byline Bank

Program: Preferred Lenders Program
Rate at approval: 7.5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $1.9M (75%)
Approval → funding: 39 days
Approved: 11/22/2019
First disbursed: 12/31/2019
Loan status: Paid in full (1/31/2023)
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 100
Business age: Change of Ownership
Industry: Tax Preparation Services

If you were the buyer here

Est. deal size: $2.9M
Est. down payment (10%): $287K
Est. cash at closing: $396K
Monthly payment: $30,684
Annual debt service: $368K
Cash flow needed (1.25×): $460K

Funded by Byline Bank · Lender record →

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How to finance a Jackson Hewitt Tax Service

Most active with Jackson Hewitt Tax Service

29+ funded Jackson Hewitt Tax Service deals

Agent summary

Deal economics— what it takes to buy & finance Jackson Hewitt Tax Service